CARSON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARSON FOUNDATION (EIN 73-1508384)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201502299349100955
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T11:44:25-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBEW PROFESSIONAL GROUP LLP - CUSHING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 N HARRISON AVE | AddressLine1Txt |
| City | CUSHING | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 740233302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731508384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 9182250346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SOUTH LINWOOD AVE | AddressLine1Txt |
| City | CUSHING | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG CARSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALTER H WEBB CPA | PreparerPersonNm |
| PTIN | P00039512 | PTIN |
| Phone | 9182254216 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,464,096 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,596 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,596 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,596 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,231 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,231 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,242 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,414 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $48,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,069 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,241 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $900 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $7,949 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,949 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $18 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $18 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $459 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $459 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $152 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $152 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $37,776 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $37,776 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,776 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $884 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $884 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $307 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $406 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,544 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,544 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,116,733 | CashBOYAmt |
| Cash EOY | $571,706 | CashEOYAmt |
| Cash EOYFMV | $571,706 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,228 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,228 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $329,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $383,162 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $514,258 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,000 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $41,004 | LandBOYAmt |
| Total Assets BOY | $1,498,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,452,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,464,096 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,498,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,452,779 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,498,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,452,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,498,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,452,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,498,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,920 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,452,779 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,452,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 879-04019 ST | P | 2014-01-15 | 2014-12-31 | $18,912 | $16,017 | $2,895 | $2,895 |
| MERRILL LYNCH 879-04019 LT | P | 2010-06-15 | 2014-12-31 | $50,604 | $34,302 | $16,302 | $16,302 |
| MERRILL LYNCH 879-04021 ST | P | 2014-01-15 | 2014-12-31 | $8,162 | $8,643 | -$481 | -$481 |
| MERRILL LYNCH 879-04021 LT | P | 2010-06-15 | 2014-12-31 | $30,075 | $26,549 | $3,526 | $3,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,414 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,202 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $448,569 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.29249 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,265 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $348,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.26749 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $393,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10951 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,323 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $347,753 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $327,465 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04393 | DistributionYr5Rt |
| Total Distribution | 0.76323 | TotalDistributionRt |
| Average Distribution | 0.15265 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,452,938 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $221,785 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,186 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,528 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $802 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $802 | SubtotalAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $802 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG CARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182250346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SOUTH LINWOOD AVE | AddressLine1Txt |
| City | CUSHING | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DOUG CARSON | ||||||
| 821 SOUTH LINWOOD AVENUE | CUSHING | OK | 74023 | CHAIRMAN | 0.00 | $0 |
| JAYN CARSON | ||||||
| 821 SOUTH LINWOOD AVENUE | CUSHING | OK | 74023 | SECRETARY | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TOTAL LIFE MINISTRIES - INTERNATIONAL; MINISTRY WORK IN RUSSIA INCLUDING VICTORIOUS CHRISTIAN LIVING PROGRAM | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | TOTAL LIFE MINISTRIES - DOMESTIC; DOMESTIC MINISTRY WORK INCLUDING VICTORIOUS CHRISTIAN LIVING PROGRAM. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $513,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $961,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,475,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,475,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,452,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $802 | TotalTaxAmt |
| Distributable Before Adj | $71,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,528 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,528 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,845 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,810 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $208,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,528 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,683 | RemainingDistriFromCorpusAmt |
| Total Corpus | $220,271 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $220,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $234 | ExcessFromYear4Amt |
| Excess From Year3 | $23,460 | ExcessFromYear3Amt |
| Excess From Year2 | $76,084 | ExcessFromYear2Amt |
| Excess From Year1 | $108,810 | ExcessFromYear1Amt |
| Excess From Current Year | $11,683 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL GYMNASTICS HALL OF FA | |||||||
| 120 N ROBINSON AVE | OKLAHOMA CITY | OK | 73012 | NONE | 501(c)3 | INTERNATIONAL GYMNASTICS HALL OF FAME- SPONSOR YOUNG ATHLETES TO ATTEND ANNUAL BANQUET | $4,000 |
| DA2LJ INC RUSSIANS REACHING RUSSIANS | |||||||
| 2301 VALLEY LOOP RD | SPRINGFIELD | OH | 45504 | NONE | 501(c)3 | GENERAL FUND CONTRIBUTION, SPONSOR FAMILY TO MOVE FROM RUSSIA | $900 |
| CUSHING CHAMBER FOUNDATION FOR PROG | |||||||
| 1301 E MAIN | CUSHING | OK | 74023 | NONE | EOF | DONATION OF BUILDING FOR THE DEVELOPMENT OF A HISTORICAL PIPELINE MUSEUM TO FOSTER CULTURAL AWARENESS AND ECONOMIC DEVELOPMENT | $40,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,445 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,596 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,231 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,242 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,069 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,069 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCTING | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $900 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPOT BUILDING | PropertyDesc |
| Acquired | 2001-01-01 | AcquiredDt |
| Cost Or Other Basis | $61,415 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $20,411 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.0256 | Rt |
| Current Year Expense | $459 | CurrentYearExpenseAmt |
| Adjusted Net Income | $459 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 04019 | $138,405 | $176,452 |
| ML 04021 | $137,803 | $166,636 |
| ML 04018 | $81,379 | $40,074 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROC DEBT STRATEGIES FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $514,258 | BookValueAmt |
| EOYFMV | $500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BANK CHARGES | $206 | $206 |
| REPAIRS/MAINTENANCE | $200 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES & FOREIGN TAX | CategoryTxt |
| Amt | $7,949 | Amt |
| Net Investment Income | $7,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,949 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $18 | Amt |
| Adjusted Net Income | $18 | AdjustedNetIncomeAmt |
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